Institutional Ownership Ishares Expanded Tech Software (IGV)
This table provides information about the institutional ownership of Ishares Expanded Tech Software (IGV). We have compiled data on the 577 institutions that hold shares in the stock, with a total of 51.1 Million shares, which have been reported (via 13F filing form) to have a value of $5.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
6,515
shares
|
$676,582
0.34% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
6,480
shares
|
$672,948
0.17% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
6,435
shares
|
$668,274
0.18% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
6,425
shares
|
$667,236
0.34% of portfolio
|
Q1 2024
Added 390.46%
|
|
|
Ionic Capital Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,325
shares
|
$656,851
0.11% of portfolio
|
Q1 2024
Added 321.67%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
6,215
shares
|
$645,427
0.0% of portfolio
|
Q4 2024
Reduced 6.82%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
6,145
shares
|
$638,158
0.04% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
6,144
shares
|
$638,054
0.03% of portfolio
|
Q4 2024
Added 5.66%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
6,128
shares
|
$636,392
0.11% of portfolio
|
Q3 2024
Added 19.52%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
6,044
shares
|
$627,669
0.05% of portfolio
|
Q4 2024
Added 105.09%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
6,014
shares
|
$624,553
0.01% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Bullseye Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
5,980
shares
|
$621,023
0.78% of portfolio
|
Q3 2024
Added 96.07%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
5,974
shares
|
$620,399
0.01% of portfolio
|
Q3 2024
Reduced 19.35%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
5,892
shares
|
$611,884
0.03% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
5,825
shares
|
$604,926
0.09% of portfolio
|
Q1 2024
Added 410.96%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
5,791
shares
|
$601,395
0.26% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 30, 2024 Q3 2024 |
5,757
shares
|
$597,864
0.07% of portfolio
|
Q3 2024
Reduced 4.87%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
5,751
shares
|
$597,241
0.04% of portfolio
|
Q3 2024
Reduced 16.36%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
5,625
shares
|
$584,156
0.0% of portfolio
|
Q3 2024
Reduced 16.14%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
5,609
shares
|
$582,494
0.24% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
5,586
shares
|
$580,106
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
5,507
shares
|
$571,901
0.02% of portfolio
|
Q3 2024
Added 69.45%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
5,328
shares
|
$553,312
0.0% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Nov 12, 2024 Q3 2024 |
5,285
shares
|
$548,847
0.07% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
5,175
shares
|
$537,423
0.12% of portfolio
|
Q3 2024
Added 2.99%
|